Iht Wealth Management, LLC Portfolio Holdings

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q3 2024

Iht Wealth Management, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.44 Billion distributed in 1143 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $138M, Invesco Qqq Trust, Series 1 with a value of $130M, Wisdomtree Floating Rate Treas with a value of $95.7M, Nvidia Corp with a value of $76M, and Ishares Russell 2000 ETF with a value of $64.5M.

Examining the 13F form we can see an increase of $814M in the current position value, from $2.62B to 3.44B.

Iht Wealth Management, LLC is based out at Chicago, IL

Below you can find more details about Iht Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $3.44 Billion
ETFs: $2.23 Billion
Technology: $399 Million
Financial Services: $161 Million
Healthcare: $123 Million
Consumer Cyclical: $118 Million
Communication Services: $102 Million
Industrials: $99.3 Million
Consumer Defensive: $81.2 Million
Other: $115 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$187B
$2.19 Million 0.06% of portfolio
11,610
Q3 2024 Added 5.83%
$53.9B
$2.13 Million 0.06% of portfolio
16,776
Q3 2024 Added 51.5%
$125B
$2.17 Million 0.06% of portfolio
14,168
Q3 2024 Added 56.67%
$9.61B
$2.23 Million 0.06% of portfolio
29,819
Q3 2024 Added 762.32%
$97.1B
$1.9 Million 0.06% of portfolio
18,364
Q3 2024 Added 24.67%
$55.1B
$1.89 Million 0.06% of portfolio
7,619
Q3 2024 Reduced 0.33%
$86B
$1.96 Million 0.06% of portfolio
8,442
Q3 2024 Added 22.21%
$13.1B
$1.96 Million 0.06% of portfolio
7,497
Q3 2024 Added 51.06%
$84.3B
$2.01 Million 0.06% of portfolio
9,661
Q3 2024 Added 9.73%
$47.5B
$2.03 Million 0.06% of portfolio
19,750
Q3 2024 Added 152.75%
$123B
$2.03 Million 0.06% of portfolio
7,327
Q3 2024 Added 8.6%
$32.9B
$2.04 Million 0.06% of portfolio
32,172
Q3 2024 Added 7.29%
$53.7B
$2.07 Million 0.06% of portfolio
15,777
Q3 2024 Added 32.46%
$68.5B
$2.08 Million 0.06% of portfolio
71,335
Q3 2024 Added 16.97%
$159B
$2.12 Million 0.06% of portfolio
2,228
Q3 2024 Added 9.16%
$145B
$2.13 Million 0.06% of portfolio
10,566
Q3 2024 Added 27.5%
$95.8B
$2.15 Million 0.06% of portfolio
42,032
Q3 2024 Added 15.19%
$68.5B
$2.15 Million 0.06% of portfolio
62,300
Q3 2024 Added 23.82%
$77.1B
$2.22 Million 0.06% of portfolio
21,377
Q3 2024 Added 37.84%
$10.1B
$2.23 Million 0.06% of portfolio
2,729
Q3 2024 Added 5.69%
$65.2B
$2.22 Million 0.06% of portfolio
19,848
Q3 2024 Added 5.18%
$56.1B
$1.93 Million 0.06% of portfolio
38,583
Q3 2024 Added 18.87%
$92.1B
$2.15 Million 0.06% of portfolio
15,770
Q3 2024 Added 34.96%
$0
$1.57 Million 0.05% of portfolio
77,016
Q3 2024 Added 4.11%
$39.6B
$1.61 Million 0.05% of portfolio
9,030
Q3 2024 Added 36.03%
$86.1B
$1.64 Million 0.05% of portfolio
7,419
Q3 2024 Added 33.34%
$14.1B
$1.66 Million 0.05% of portfolio
15,024
Q3 2024 Added 0.15%
$168B
$1.67 Million 0.05% of portfolio
6,005
Q3 2024 Added 20.32%
$0
$1.67 Million 0.05% of portfolio
192,909
Q3 2024 Added 55.81%
$0
$1.68 Million 0.05% of portfolio
116,413
Q3 2024 Added 50.43%
$45.7B
$1.68 Million 0.05% of portfolio
18,394
Q3 2024 Added 3.58%
$74.6B
$1.73 Million 0.05% of portfolio
15,800
Q3 2024 Added 4.24%
$67.5B
$1.74 Million 0.05% of portfolio
10,680
Q3 2024 Added 15.05%
$44.9B
$1.78 Million 0.05% of portfolio
4,448
Q3 2024 Added 14.46%
$44.8B
$1.79 Million 0.05% of portfolio
34,827
Q3 2024 Added 54.92%
$50.4B
$1.83 Million 0.05% of portfolio
2,264
Q3 2024 Added 9.64%
$131B
$1.85 Million 0.05% of portfolio
14,168
Q3 2024 Added 11.76%
$96.7B
$1.65 Million 0.05% of portfolio
18,700
Q3 2024 Added 29.45%
$0
$1.86 Million 0.05% of portfolio
90,435
Q3 2024 Added 2.96%
$0
$1.49 Million 0.04% of portfolio
142,475
Q3 2024 Added 13.5%
$226B
$1.45 Million 0.04% of portfolio
13,674
Q3 2024 Reduced 3.48%
$205B
$1.27 Million 0.04% of portfolio
16,310
Q3 2024 Added 16.94%
$0
$1.28 Million 0.04% of portfolio
36,311
Q3 2024 Added 70.42%
$0
$1.49 Million 0.04% of portfolio
164,165
Q3 2024 Added 53.76%
$0
$1.49 Million 0.04% of portfolio
256,811
Q3 2024 Added 62.25%
$1.7B
$1.49 Million 0.04% of portfolio
3,574
Q3 2024 Added 678.65%
$35.8B
$1.21 Million 0.04% of portfolio
14,966
Q3 2024 Reduced 1.82%
$37.3B
$1.21 Million 0.04% of portfolio
18,588
Q3 2024 Added 25.43%
$2.46B
$1.22 Million 0.04% of portfolio
61,875
Q3 2024 Added 4.72%

Summary

  • Portfolio
  • No. of Stocks 1,143
  • Current Value $3.44 Billion
  • Prior Value $2.62 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 172 stocks
  • Additional Purchases 705 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 233 stocks
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